The Foley Collective’s Post

Finfluencers or financial advisors? Both have their place! But with a $73 TRILLION dollar wealth transfer on the horizon, the industry is evolving. How can financial advisors provide the ultimate client experience? We discuss below and in our latest blog! Learn more: https://lnkd.in/g6W4prAY #financialadvice #wealthmanagement #generationalwealth #digitalage Candace Byrnes

Had a great time creating this piece with Taya Cozik! It truly took me a second to get used to the tongue twister, ‘finfluencer’. ⌛️ I’m excited to shed some more light on the incredible writing and knowledge that comes out of Taya’s brain, while mixing it with my broadcasting past and love for editing! Interested in more info on the topic? Read the full blog posting below! 👩🏼💻

As fiduciaries, your needs are at the heart of everything we do. With cutting-edge technology and a team dedicated to putting your interests first, we're transforming the concept of a customized financial plan. Discover how trust and teamwork are integral to creating solutions that genuinely align with your financial goals and aspirations. Together, we can help you grow for generations to come. #Finance #WealthManagement #HyperionWealthGroup

As fiduciaries, your needs are at the heart of everything we do. With cutting-edge technology and a team dedicated to putting your interests first, we're transforming the concept of a customized financial plan. Discover how trust and teamwork are integral to creating solutions that genuinely align with your financial goals and aspirations. Together, we can help you grow for generations to come. #Finance #WealthManagement #HyperionWealthGroup

At EmVision, we believe that strong client relationships are the foundation for financial success. By really getting to know clients like Jean, we can guide them confidently toward achieving their financial goals. Let's build a partnership that works for you! Read more about our client success stories here: https://hubs.li/Q02PjHGc0. 🌟#RelationshipFocused #WealthPlanning

Whatever your unique situation is, we have financial solutions designed to help. We at Capital Strategies offer a wide range of products designed to provide you with the flexibility you've been searching for, and to help meet your needs during the unique situation life throws your way. Contact us today and one of our Financial Professionals can help you choose the best plan for you. #CapitalStrategies #FinancialSolutionsDesignedToHelp #PrepareForTheUnexpected #PlanningForYourFinancialFuture #ContactUs

Whatever your unique situation is, we have financial solutions designed to help. We at Capital Strategies offer a wide range of products designed to provide you with the flexibility you've been searching for, and to help meet your needs during the unique situation life throws your way. Contact us today and one of our Financial Professionals can help you choose the best plan for you. #CapitalStrategies #FinancialSolutionsDesignedToHelp #PrepareForTheUnexpected #PlanningForYourFinancialFuture #ContactUs

My friend is making something incredible, but its a secret. So, please don’t tell him you saw this. He is helping #FinancialAdvisors make a Serious Shift in the relationship they have with their clients and become a greater value with their wealth and themselves. He shared that only a few will realize why the shift to this new role is so important and make that shift. But, for those who do, they will change financial advising forever. #advisors #financialplanner #wealthmanagement #transformation #visualfacilitation #VisualTranslation

Success doesn’t have one path... it’s about creating your own. Let Lexington Capital Holdings help you navigate your journey with the right financial solutions. #createyoursuccess #businessjourney #lexingtoncapitalholdings

Deciding to make a deal is a big, possibly life changing, step encompassing numerous factors spanning the practical, financial, and emotional.   How do you know you’re deal ready? Learn how to master the M&A process, choose the right advisor, and secure the best deal possible with this essential guide. Read the free white paper here: https://rb.gy/23vb3b To gain a deeper understanding of the ever-evolving landscape of M&A in the #wealthmanagement industry, join us at: https://bit.ly/3oJsBih